低空行业政策前瞻

Summary of Low Altitude Economy Conference Call Industry Overview - The low altitude economy is overseen by the Central Air Traffic Control Commission, the National Development and Reform Commission's Low Altitude Economy Department, and the Ministry of Public Security. The policy documents from Shanghai are considered to be of a lower tier [1][2] - The target for the core industry of the low altitude economy in Shanghai is set at 80 billion yuan by 2028, which requires an investment of 8 billion yuan. This target is viewed with cautious optimism as it currently lacks realistic support [1][2] Core Points and Arguments - The core industries of the low altitude economy include: 1. Physical space release (airspace management) 2. Information platforms supporting industry operations 3. Infrastructure construction 4. Manufacturing and application scenarios [2] - Support for eVTOL drones is capped at 100 million yuan, which is deemed insufficient for large aircraft that require tens of billions for production and airworthiness [1][2] - The development of the low altitude economy is slow due to a lack of understanding among management and industry personnel. The government is committed to promoting this sector, but there are significant cognitive barriers to overcome [1][3] - Public fear regarding the safety of low altitude flights is a major bottleneck, necessitating improved public awareness and psychological readiness [1][5] - The current classification policies for the low altitude industry are temporary and not well understood, which hinders development [5] Important but Overlooked Content - The integration of low altitude data and safety issues should not be the sole focus; instead, the industry must first address flight conditions and locations before discussing data collection and application [6][7] - The application of satellite technology in low altitude economy is currently limited due to technical challenges, and there is a need to rely on other reliable data sources, such as meteorological services [8][9] - The future of the low altitude economy is expected to be driven by the younger generations (post-00s and post-10s), who will bring innovative changes to various industries [14] - The core competitiveness of companies in airspace planning lies in their ability to integrate ground and air planning, which is currently a challenge [15] Future Trends - The low altitude economy is anticipated to transform production and operational modes across various industries, similar to the impact of the internet [13][14] - The development of low altitude insurance is crucial for addressing safety concerns and clarifying liability, which could alleviate pressure on government entities [12] This summary encapsulates the key insights and discussions from the conference call regarding the low altitude economy, highlighting both the potential and the challenges faced in this emerging sector.